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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,944 | $178,174-92.7% | $156,181-91.7% | $137,256-90.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 6.53% | 84.19%-77.7pp | 64.87%-58.3pp | 220.34%-213.8pp |
| Employer contribution / active EE | $1,653 | $4,972-66.8% | $4,294-61.5% | $4,156-60.2% |
| Participant deferral / active EE | $4,241 | $6,888-38.4% | $6,132-30.8% | $6,407-33.8% |
| Admin fee / account holder | $27,265 | $17,404+56.7% | $14,586+86.9% | $12,270+122.2% |